Filed August 29, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,874 | $85,766-38.4% | $136,294-61.2% | $70,131-24.6% |
| Participation rate | 85.2% | 74.2%+11.1pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 16.76% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,070 | $2,966+3.5% | $4,695-34.6% | $2,342+31.0% |
| Participant deferral / active EE | $5,963 | $5,051+18.1% | $6,247-4.5% | $3,332+79.0% |
| Admin fee / account holder | $10,792 | $5,420+99.1% | $9,243+16.8% | $4,645+132.3% |